We are team of experienced and qualified people for financial advisory business. We found a big gap between the advisory which is available today and which is actually has to be there. We have been working in top organization of finance and advisory since a long. We asked a question to ourselves what is an advisory . Advisory is something which enables a customer to earn money over his investments which are done according to his risk apetite,his time horizon,his goals and other parameters. Consideration of these parameters is inevitable and unfortunately in most of the cases they are overlooked.
We found it completely missing and have seen giving advisory like selling any other product. This is the reason people are loosing faith on investments products because they are not rightly sold. We decided to leave and do justice with the money and profession. We enriched our knowledge taking international certification in financial planning CFP(Certified financial Planner) to move ahead and to more accurate in our calculations.
We decided to work always in the customers interest first.We are not only advisors but also can guide you about your any possible problem related to your finance on practical and calculation basis. Generally people go to advisors for investments,CA for tax queries, Lawyers for will preparation, Bankers for loan queries, We say if you are our client, We are a single stop for you because our qualification enables us to do everything for you.
We are trainers for Co-OP societies,Govt of Rajasthan, Micro pension firms( promoting NPS, Govt. Of India ,product) for micro finance institutions in Rajasthan.
We have our own customer service department which enables us to give a prompt customers service solutions to our customers
Our this belief led us to a decent position in last three years and having some prominent people with us including
Remember:- “Financial planning is a science which needs ethics and knowledge”